| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 7,871 | $347,420.05 | $392,133.22 | $44,752.52 | 12.88% |
| IGL IFS Group LLC IFS Group LLC | 42,495 | $1.86M | $2.12M | $253,469.37 | 13.6% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 17,765 | $648,555.64 | $885,052.3 | $236,585.48 | 36.48% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,605 | $157,468.28 | $179,601.1 | $22,150.84 | 14.07% |